AdminsFinancial aid

Reconcile ESA settlements from a CSV

A 60-second screen recording of a real school doing exactly this — and the same 7 steps written out below, in the labels you'll see on screen.

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How to reconcile ESA settlements from a CSV

1Click Billing under Administration in the sidebar
2Click the Financial aid tab
3Click Import
4Under "ESA / third-party settlements" choose the payment report CSV from your vendor portal
5Click Preview — a dry run, nothing is written yet
6Click Import — each row lands on the family's oldest open invoice
7Use the "Award decisions (FACTS, Clarity, SSS)" card the same way for outside award decisions

Part of Financial aid, scholarships & ESA

Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.

All 13 videos in this group About this feature

Next in this group

Produce the ESA and scholarship verification packAdmins

Set your financial aid budget for the yearAdmins

Open financial aid applications to familiesAdmins

Do it yourself in the live demo

Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.

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